EWM
Evercore Wealth Management’s Salesforce CRM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.09M | Sell |
25,982
-75
| -0.3% | -$20.5K | 0.11% | 86 |
|
2025
Q1 | $6.99M | Sell |
26,057
-1,213
| -4% | -$326K | 0.11% | 86 |
|
2024
Q4 | $9.12M | Buy |
27,270
+250
| +0.9% | +$83.6K | 0.14% | 76 |
|
2024
Q3 | $7.4M | Sell |
27,020
-117
| -0.4% | -$32K | 0.11% | 82 |
|
2024
Q2 | $6.98M | Buy |
27,137
+145
| +0.5% | +$37.3K | 0.11% | 83 |
|
2024
Q1 | $8.13M | Sell |
26,992
-745
| -3% | -$224K | 0.13% | 78 |
|
2023
Q4 | $7.3M | Buy |
27,737
+585
| +2% | +$154K | 0.12% | 75 |
|
2023
Q3 | $5.51M | Buy |
27,152
+1,468
| +6% | +$298K | 0.1% | 86 |
|
2023
Q2 | $5.43M | Sell |
25,684
-1,414
| -5% | -$299K | 0.1% | 91 |
|
2023
Q1 | $5.41M | Sell |
27,098
-964
| -3% | -$193K | 0.11% | 88 |
|
2022
Q4 | $3.72M | Sell |
28,062
-11,261
| -29% | -$1.49M | 0.08% | 104 |
|
2022
Q3 | $5.66M | Sell |
39,323
-156
| -0.4% | -$22.4K | 0.13% | 81 |
|
2022
Q2 | $6.52M | Buy |
39,479
+80
| +0.2% | +$13.2K | 0.14% | 75 |
|
2022
Q1 | $8.37M | Sell |
39,399
-90
| -0.2% | -$19.1K | 0.15% | 72 |
|
2021
Q4 | $10M | Sell |
39,489
-370
| -0.9% | -$94K | 0.16% | 69 |
|
2021
Q3 | $10.8M | Sell |
39,859
-1,056
| -3% | -$286K | 0.2% | 64 |
|
2021
Q2 | $9.99M | Buy |
40,915
+4,833
| +13% | +$1.18M | 0.18% | 66 |
|
2021
Q1 | $7.64M | Sell |
36,082
-104
| -0.3% | -$22K | 0.15% | 78 |
|
2020
Q4 | $8.05M | Buy |
36,186
+375
| +1% | +$83.4K | 0.17% | 71 |
|
2020
Q3 | $9M | Buy |
35,811
+259
| +0.7% | +$65.1K | 0.22% | 62 |
|
2020
Q2 | $6.66M | Buy |
35,552
+1,252
| +4% | +$235K | 0.18% | 71 |
|
2020
Q1 | $4.94M | Sell |
34,300
-1,295
| -4% | -$186K | 0.16% | 78 |
|
2019
Q4 | $5.79M | Buy |
35,595
+1,196
| +3% | +$195K | 0.16% | 83 |
|
2019
Q3 | $5.11M | Buy |
34,399
+183
| +0.5% | +$27.2K | 0.15% | 87 |
|
2019
Q2 | $5.19M | Buy |
34,216
+178
| +0.5% | +$27K | 0.16% | 84 |
|
2019
Q1 | $5.39M | Buy |
34,038
+5,427
| +19% | +$860K | 0.17% | 85 |
|
2018
Q4 | $3.92M | Buy |
28,611
+1,778
| +7% | +$244K | 0.15% | 94 |
|
2018
Q3 | $4.27M | Buy |
26,833
+211
| +0.8% | +$33.6K | 0.14% | 95 |
|
2018
Q2 | $3.63M | Sell |
26,622
-56
| -0.2% | -$7.64K | 0.12% | 101 |
|
2018
Q1 | $3.1M | Sell |
26,678
-350
| -1% | -$40.7K | 0.12% | 102 |
|
2017
Q4 | $2.76M | Sell |
27,028
-285
| -1% | -$29.1K | 0.1% | 112 |
|
2017
Q3 | $2.55M | Buy |
27,313
+185
| +0.7% | +$17.3K | 0.1% | 120 |
|
2017
Q2 | $2.35M | Sell |
27,128
-23
| -0.1% | -$1.99K | 0.09% | 123 |
|
2017
Q1 | $2.24M | Sell |
27,151
-785
| -3% | -$64.7K | 0.09% | 123 |
|
2016
Q4 | $1.91M | Sell |
27,936
-1,333
| -5% | -$91.3K | 0.08% | 133 |
|
2016
Q3 | $2.09M | Hold |
29,269
| – | – | 0.09% | 130 |
|
2016
Q2 | $2.32M | Sell |
29,269
-276
| -0.9% | -$21.9K | 0.1% | 121 |
|
2016
Q1 | $2.18M | Sell |
29,545
-524
| -2% | -$38.7K | 0.1% | 118 |
|
2015
Q4 | $2.36M | Buy |
30,069
+2,800
| +10% | +$219K | 0.11% | 123 |
|
2015
Q3 | $1.89M | Sell |
27,269
-300
| -1% | -$20.8K | 0.09% | 131 |
|
2015
Q2 | $1.92M | Buy |
27,569
+99
| +0.4% | +$6.9K | 0.09% | 140 |
|
2015
Q1 | $1.84M | Hold |
27,470
| – | – | 0.08% | 147 |
|
2014
Q4 | $1.63M | Buy |
27,470
+5,350
| +24% | +$317K | 0.08% | 136 |
|
2014
Q3 | $1.27M | Hold |
22,120
| – | – | 0.06% | 167 |
|
2014
Q2 | $1.29M | Sell |
22,120
-1,855
| -8% | -$108K | 0.07% | 164 |
|
2014
Q1 | $1.37M | Buy |
+23,975
| New | +$1.37M | 0.08% | 159 |
|